Scotia Capital’s Kaiser Aluminum KALU Stock Holding History

Scotia Capital’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,377	Closed	-$273K	–	952
2025 Q4	$273K	Buy	+2,377	New	+$226K	﹤0.01%	766
2018 Q4	–	Sell	-6,715	Closed	-$732K	–	698
2018 Q3	$732K	Sell	6,715 -182	-3%	-$19.7K	0.01%	464
2018 Q2	$682K	Sell	6,897 -10	-0.1%	-$1.06K	0.01%	449
2018 Q1	$697K	Sell	6,907 -103	-1%	-$11K	0.01%	457
2017 Q4	$749K	Sell	7,010 -107	-2%	-$10.7K	0.01%	459
2017 Q3	$734K	Sell	7,117 -14	-0.2%	-$1.35K	0.01%	460
2017 Q2	$631K	Sell	7,131 -19	-0.3%	-$1.58K	0.01%	450
2017 Q1	$573K	Sell	7,150 -30	-0.4%	-$2.38K	0.01%	495
2016 Q4	$559K	Sell	7,180 -11	-0.2%	-$878	0.01%	542
2016 Q3	$622K	Buy	7,191 +34	+0.5%	+$2.92K	0.01%	520
2016 Q2	$651K	Buy	+7,157	New	+$625K	0.01%	466

Other funds holding KALU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return